Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.1B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$86.5M
2
+$84M
3
+$44M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$32.5M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$27.8M

Top Sells

1
+$30.6M
2
+$26.3M
3
+$24.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$22.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$20M

Sector Composition

1 Technology 9.45%
2 Consumer Discretionary 4.97%
3 Healthcare 4.39%
4 Financials 4.24%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$1.05M 0.01%
3,649
+188
1277
$1.04M 0.01%
25,319
+5,936
1278
$1.04M 0.01%
9,366
-980
1279
$1.04M 0.01%
6,418
-619
1280
$1.04M 0.01%
13,537
-87,534
1281
$1.04M 0.01%
22,581
+1,945
1282
$1.03M 0.01%
37,203
+5,794
1283
$1.03M 0.01%
44,991
-9,310
1284
$1.03M 0.01%
+48,146
1285
$1.03M 0.01%
70,447
+28,768
1286
$1.03M 0.01%
+12,666
1287
$1.03M 0.01%
9,889
-248
1288
$1.03M 0.01%
25,310
+75
1289
$1.03M 0.01%
3,216
-1,947
1290
$1.02M 0.01%
13,792
+8,080
1291
$1.01M 0.01%
+65,145
1292
$1.01M 0.01%
124,082
+84,460
1293
$1.01M 0.01%
68,455
+6,667
1294
$1.01M 0.01%
11,356
+673
1295
$1M 0.01%
16,273
+2,034
1296
$1M 0.01%
121,259
-13,750
1297
$1M 0.01%
27,856
-796
1298
$1M 0.01%
62,804
-2,533
1299
$1M 0.01%
23,718
-327
1300
$998K 0.01%
21,953
+5,498
50 51
52
53 54